Once, you’ve formatted your Excel, Google Sheets or CSV files according to our previous guide. Let’s walk you through the steps on adding your data set on Ajelix BI platform.
1. Go to Ajelix Data
2. Click on Upload Dataset
3. Choose the correct data file type from the available list
4. Now you should have settings page where you can name dataset. Once it’s done, press next.
5. Upload Excel or CSV file. Once you have done both of these things, press Create dataset.
6. Once you press Create dataset you should get to the next setup that let’s you add a report
7. In the next step give name to your dashboard or report, for example, Financial Data or Operational Dashboard.
8. Once you name the dashboard you will be able to pick the data file from the dropdown.
9. Now you’re all set up! You should have a next window that let’s you edit the report.
Now you can move on to the next step how to build your first report on Ajelix BI.
Didn’t find the answer to your question? Contact us via: support@ajelix.com
